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Showing 1–16 of 26 results
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Pandemic buying: Consumer trends to track
September / October 2020
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Several consumer automotive trends have emerged since the onset of the COVID-19 pandemic. They provide valuable insights into how consumers view the purchase and ownership of cars and trucks in the current environment. This article highlights three trends: car ownership becoming more comforting, customers expecting to find great deals, and buyers relying more heavily on digital dealership interactions.
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Independent contractor vs. employee – Beware: Worker classification is an IRS hot button
Spring 2020
Newsletter: Manufacturer
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Treating a worker as an independent contractor (IC) rather than an employee can provide a business with important advantages. But simply labeling someone an IC doesn’t make it so. Whether a worker is properly classified as an IC or employee depends on several factors targeting the level of control the employer exerts over the worker. This article discusses the benefits of ICs, the IRS’s preference and the control factors that are considered when determining whether a worker is an IC or an employee.
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Put benchmarking in your borrowers’ toolbox
Year End 2019
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Benchmarking is a powerful analytical tool that compares a company’s performance with industry norms and best practices. By advocating for regular benchmarking studies, lenders can help borrowers gain a competitive advantage and remedy shortcomings. This article offers some hypothetical examples to illustrate how benchmarking can be useful to business owners and notes the importance of seeking data sorted by industry, size and geographic location, if possible.
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On FIRE: 5 strategies for retiring way early
Fall 2019
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: A new financial movement is afoot in which some people are striving to retire much sooner than the traditional retirement age of 65. Referred to as FIRE — or Financial Independence, Retire Early — the strategy involves saving for retirement very aggressively, mainly by living a super-frugal lifestyle. In some cases, people are retiring as early as their 30s or 40s by putting FIRE principles into practice. Even if the goal isn’t to retire this early, a person can still learn a few things from the FIRE movement that could help ignite retirement goals.
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“We made it. Now what?” – Nonprofits can face maturity with strength and relevance
Year End 2017
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: In today’s environment, nonprofits that make it to maturity have reason to celebrate. But to continue to meet their mission and serve constituents in the best way possible, these organizations should think strategically about their future. This article offers advice for setting sights on the longer term, maintaining a valuable board of directors, and keeping programs vital.
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Does your billing department measure up?
Fall 2017
Newsletter: Healthcare Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: A hospital billing department’s efficiency, accuracy and effectiveness are critical to its survival. This article lists several important areas to examine to determine how well a billing department is performing, including accounts receivable aging, collection ratios and denial rate. If the billing department is falling behind in these, and other, areas, it’s time to take action — perhaps by providing additional training, staff or outsourcing.
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Paying for LTC insurance with your life insurance policy
February / March 2017
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: At least 70% of people over the age of 65 will require some level of long-term care service, and that care can be very expensive. Long-term care insurance can be an effective way to protect a nest egg against this expense. This article explains the IRS rule about a partial or full exchange of a life insurance policy for a long-term care policy and the tax benefits.
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An IRS audit isn’t the end of the world
February / March 2017
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Most Americans dread getting word that the IRS intends to audit their tax returns. Though it’s unlikely most of us ever will, it’s good to be aware of steps to take to reduce the difficulties and make the process go more smoothly, such as gathering the information needed to respond appropriately, including invoices, canceled checks and receipts (as well as the tax return for the year(s) in question), and making duplicates of any documents you’ll need to provide the IRS.
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Paying for LTC insurance with your life insurance policy
Winter 2017
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: At least 70% of people over the age of 65 will require some level of long-term care service, and that care can be very expensive. Long-term care insurance can be an effective way to protect a nest egg against this expense. This article explains the IRS rule about a partial or full exchange of a life insurance policy for a long-term care policy and the tax benefits.
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Scope of design determines whether patent infringement challenge stays afloat
October / November 2016
Newsletter: Ideas on Intellectual Property Law
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Design patents increasingly have become subject to attack by parties that fear they’ll be accused of infringement. This article looks at the recent Federal Circuit ruling in Sport Dimension, Inc. v. The Coleman Co. Inc., which provides guidance about what to expect when a court considers the scope of design patent claims. Sport Dimension, Inc. v. The Coleman Co. Inc., No. 2015-1553, April 19, 2016 (Fed. Cir.)
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Do you need to file a gift or estate tax return?
September / October 2016
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: If one has made substantial gifts to loved ones, or is the executor of someone’s estate, it’s important to understand the rules surrounding gift and estate tax returns. Determining whether one needs to file a return can be confusing, and in some cases it’s advisable to file a return even if it’s not required. This article explains the rules of filing a gift or estate tax return.
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Close to retirement? Then you need an exit strategy
April / May 2015
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: A business owner’s most valuable asset is likely his or her closely held interest in that company. And those nearing retirement need an exit strategy. The good news is that there are many options to consider. This article provides a few of those options.
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Employer reimbursements of individual health insurance policies
February 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: For plan years beginning after 2013, the Affordable Care Act institutes so-called market reform provisions that place a whole host of new restrictions on group health plans. With a limited exception, these provisions significantly restrict an employer’s ability to reimburse employees for premiums paid on individual health insurance policies, referred to as employer payment arrangements. This article explains the new restrictions on these arrangements and what employers who still have them should do. It also looks at acceptable alternatives.
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It’s a family affair – How to dodge the pitfalls of family-owned dealerships
September / October 2014
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Family-owned businesses, including auto dealerships, have always been an integral part of the American dream. Successful dealer-owners use the pluses of a family-owned business to their advantage while overcoming the hurdles that come with running one. This article discusses those hurdles, such as potentially difficult relationships among family members and between family and nonfamily employees. Compensation and succession are two issues in particular that need to be addressed.
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Board member fundraising – How to develop rainmakers
June / July 2014
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Turning board members into effective fundraisers takes commitment and a full-fledged strategy. This article notes the importance of educating prospective or current board members about their fundraising obligations and lists specific suggestions for providing support.
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Psst … Is your client headed for divorce?
Winter 2014
Newsletter: Community Banking Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 638
Abstract: Lenders should beware of borrowers who are headed for divorce court — if a couple co-owns a company, it might place the loan at risk. This article discusses some issues to consider: How much of the private business interest should be included in the marital estate? What about goodwill — and alimony and child support? And who’s going to run the business after the divorce?